Selective Wealth Management’s Regions Financial RF Stock Holding History

Selective Wealth Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-127	Closed	-$3K	–	592
2022 Q3	$3K	Hold	127	–	–	﹤0.01%	645
2022 Q2	$2K	Buy	+127	New	+$2.62K	﹤0.01%	703
2020 Q3	–	Sell	-167	Closed	-$2K	–	395
2020 Q2	$2K	Hold	167	–	–	﹤0.01%	387
2020 Q1	$1K	Hold	167	–	–	﹤0.01%	319
2019 Q4	$3K	Buy	167 +1	+0.6%	+$16	﹤0.01%	266
2019 Q3	$3K	Buy	+166	New	+$2.51K	﹤0.01%	270

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Selective Wealth Management's RF Position: Q4 2022 in Review

Selective Wealth Management sold out of Regions Financial (RF) in Q4 2022, closing a stake of 127 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in RF in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 881 funds tracked by Wall St. Rank hold RF as of Q4 2022.

Selective Wealth Management reported no remaining Regions Financial position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 127 Regions Financial shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Regions Financial in Q3 2019 and held it in 6 quarters.
Selective Wealth Management's Regions Financial position peaked at $3K in Q3 2022.
881 funds tracked by Wall St. Rank held Regions Financial as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.